CT Financial Advisors’s Weingarten Realty Investors WRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $137K | Buy |
4,111
+18
| +0.4% | +$601 | 0.08% | 178 |
|
|
2016
Q4 | $146K | Buy |
4,093
+16
| +0.4% | +$573 | 0.09% | 165 |
|
|
2016
Q3 | $159K | Buy |
4,077
+13
| +0.3% | +$507 | 0.1% | 160 |
|
|
2016
Q2 | $166K | Buy |
4,064
+14
| +0.3% | +$571 | 0.1% | 158 |
|
|
2016
Q1 | $152K | Hold |
4,050
| – | – | 0.09% | 175 |
|
|
2015
Q4 | $140K | Hold |
4,050
| – | – | 0.08% | 175 |
|
|
2015
Q3 | $134K | Hold |
4,050
| – | – | 0.08% | 178 |
|
|
2015
Q2 | $132K | Hold |
4,050
| – | – | 0.08% | 192 |
|
|
2015
Q1 | $146K | Hold |
4,050
| – | – | 0.08% | 187 |
|
|
2014
Q4 | $141K | Buy |
+4,050
| New | +$141K | 0.11% | 143 |
|
|
2014
Q1 | $146K | Buy |
+4,050
| New | +$146K | 0.08% | 187 |
|